Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,214 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$5K
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Contact
Thomas Alan Fredrickson
Location
Brooklyn, NY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2024Settled
Other Business Activities
Thomas is a general partner at Fredin Associates, owning two retail properties. He spends minimal time on this activity, attending an annual meeting.
Employment History
Current Registrations
Cgn Advisors, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Altfest Personal Wealth Management
April 2009 - April 2015 · 6 yrs
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Additional Information
Most people overpay for investment management. They think they will get financial planning with it. But they get very little financial planning for the high dollars they are paying. I stress financial planning and put a low cost on investment management. Ideally, I like to charge people by the hour and help them manage their own affairs. But some people prefer me to manage their investments. We can talk and find out what is best for you.Please visit my website atwww.fredricksonfinancial.com
Contact
Thomas Alan Fredrickson